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Your Financial Life
By Olga Dow / Jun 22, 2015

Transamerica Releases Groundbreaking Financial Planning Guide for Caregivers


Caregivers are a blessing, and taking on this noble role can be a rewarding experience.

According to the Pew Research Center and AgingCare.com, 36 percent of U.S. adults provide care for an older family member or friend who suffers from a disability or disease. The need for education and information is vital.

This is why Transamerica collaborated with the Massachusetts Institute of Technology AgeLab to develop The Caregiver’s Guide to Financial Planning in the Shadow of Dementia.

Our guide will help prepare you for the financial discussions you will need to have when caring for a loved one living with dementia or other illness or disability. Declining financial skills may be among the first symptoms to appear in the early stages of dementia. As a result, caregivers are more likely to manage the finances of family members living with dementia.

When it comes to handling money or dealing with complex financial concepts, it’s important to work with a financial advisor. Our guide provides the questions you and your financial professional should ask when creating a plan for a loved one living with dementia.

You will learn about the three general stages of decline: mild, moderate and severe – and the action steps you should take during each phase.

Helping an aging loved one is an act of love, but it can be overwhelming. It’s important for you to take care of yourself, so you can be an effective caregiver to your loved one. The caregiver’s guide also explains the ten symptoms of caregiver stress and provides tips to help you manage them.

Download your free copy of The Caregiver’s Guide to Financial Planning in the Shadow of Dementia, and learn more about Alzheimer’s and caregiving by checking out our articles on Your Financial Life.

If you need additional help, call a Transamerica financial advisor at 1-866-300-0028 for assistance in your financial planning whether you’re currently a caregiver or not. The call is free, and there is no obligation, so take advantage of this opportunity.


The role of the retirement counselor is to assist you with your savings and investment plan. There are no fees or commissions for meeting with a retirement counselor, who is a registered representative with Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528.

References to Transamerica on this site pertain either to an individual company or collectively to these and other Transamerica companies. Transamerica companies identified here are affiliated.